Google Sheets + Salesforce

Create spreadsheets in Google Sheets from updated records in Salesforce

Manage your data efficiently by connecting Salesforce and Google Sheets in a simple workflow. Whenever there's an updated field on a Salesforce record, this workflow instantly captures and organizes the new data in a Google Sheets spreadsheet. This seamless process ensures that all relevant information gets stored accurately without the need for manual data entry, keeping your records up-to-date and boosting overall efficiency.

Manage your data efficiently by connecting Salesforce and Google Sheets in a simple workflow. Whenever there's an updated field on a Salesforce record, this workflow instantly captures and organizes the new data in a Google Sheets spreadsheet. This seamless process ensures that all relevant information gets stored accurately without the need for manual data entry, keeping your records up-to-date and boosting overall efficiency.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet

    Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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  • CRM (Customer Relationship Management)

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